Plan Management

 

"The service of professionals who are dedicated 401(k) plan specialists."

 

401k and Retirement Plan Management

Landmark Advisors first engages in a plan review and investment analysis, and then makes a concerted effort to address any issues with the current plan provider.

 

If an existing plan provider is no longer suited to provide services to our clients, Landmark Advisors provides a thorough screening and analysis of alternative plan providers' capabilities.

 

Our team of advisors ensures an efficient plan provider selection process, and actively monitors each step of the plan conversion and implementation process.

 

 


 

Landmark Advisors is a member of National Retirement Partners.  We are located in Minneapolis, Minnesota.  We specialize in providing retirement plan consulting and financial planning education for plan sponsors and delivering personal retirement planning for plan participants.  Contact us today for more information about your retirement planning needs.

 

Securities and Investment Advisory services offered through Woodbury Financial Services, 500 Bielenberg Drive, Woodbury, MN  55125, (800) 800-2000.  Member FINRA, SIPC and Registered Investment Advisor.